--- title: InvestGlass Reviews meta_title: 'InvestGlass Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how InvestGlass works for a business like yours. date_modified: '2026-06-22' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # InvestGlass Reviews **Vendor:** InvestGlass **Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) ## About InvestGlass InvestGlass: The All-in-One Swiss Automation Platform InvestGlass is a Swiss-based automation platform designed to streamline your business operations with precision and reliability. It combines CRM, portfolio management, incident management, marketing automation, client portal, and digital onboarding tools into one seamless solution. Why Choose InvestGlass? Tailored Digital Experience: Create, design, and manage your digital presence with unparalleled customization. Swiss Excellence: Geopolitically neutral and securely hosted on Swiss Cloud, within Europe or directly on your premises for full control and compliance. Trusted Globally Ideal for banks, government entities, and growing businesses, InvestGlass empowers over 1,200 customers across 20+ countries to attract, engage, and delight their clients with award-winning software. Experience the Swiss standard in automation. Invest in success with InvestGlass. - [View InvestGlass pricing details and edition comparison](https://www.g2.com/products/investglass/reviews?page=1§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+14%3A33%3A27+-0500&secure%5Bsession_id%5D=0f02038d-00e9-4f00-9b36-9c962fe1ff3f&secure%5Btoken%5D=6f66150c7e97b44692669bcf17205f9cd8921c629298df8c952e4d44c66ae249&format=llm_user) ## InvestGlass Features **Lead Facilitation** - Customer-facing Chatbot - Lead Qualification - Lead Follow-up - Meeting Scheduling **Operations** - Compliance - Digital Banking Platforms - Multichannel - Digital Banking Platforms - Unified Banking - Digital Banking Platforms **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Compliance - Customizable Reporting - Investor Portal - Historical Reporting - Investor Reporting - Visual Analytics - Tax Compliance - Portfolio Reporting **Content** - Document Collaboration - Versioning - E-Signature - File Request - Feedback **Process Automation** - Onboarding Flow Management - E-Signature - Data Capture - Auto-Capture **Organization** - Opportunity and Pipeline Management - Data Entry - Integrations / APIs - Third-Party Integrations - Meeting Management - Calendar Management - Call Management - Document Management - Contact Management - Task Management - Lead Management - Content Management - Notes Management - Sales Activity Management - Email Management **Infrastructure** - Open Banking - Digital Banking Platforms - Cloud-Based - Digital Banking Platforms - Self-Service Banking - Digital Banking Platforms - Generative AI **Integration** - Data aggregation - Accounting Integration - Risk Management - Portfolio Accounting - Contact Management - Workflow Management - Investor Management - Trade Management - Investment Management - Portfolio Management - Document Management - Compliance Management - Order Management - Fund Management - Tax Management - Cash Management - Client Management - Fee Management - Financial Management - Stock Management **Content** - Automation - Marketing Automation **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application - Engagement Tracking **Identity Verification** - ID Scanning - KYC - Credit Check **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop **Performance Analysis** - Coaching - Peformance Tracking - Email Tracking - Call Tracking **Data** - CRM - Digital Banking Platforms - Business Intelligence - Digital Banking Platforms **Agentic AI - Digital Customer Onboarding** - Decision Making **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Forecasting - Third-Party Integrations - Categorization/Grouping - Budgeting/Forecasting **Additional Functionality** - Risk Assessment - Automated Execution - Monitoring - Financial Analysis - Cryptocurrency Tracking - Generative AI - Profit/Loss Statement - Risk Analysis - General Ledger - Customizable Reports - Investor Communication - Performance Analysis - Performance Metrics - AI Copilot - Portfolio Analysis - Activity Tracking - CRM - For Hedge Funds - Audit Trail - Data Import/Export - Collaboration Tools - Mobile Access - Modeling & Simulation - Compliance Tracking - For Investment Advisors - Portfolio Rebalancing - Investment Research - Commodity Futures - API - Activity Dashboard - Benchmarking - Alerts/Notifications - Investments Tracking - Bonds/Stocks - For Investors & Traders - Multi-Currency - Stock Tracking - Watch List - What-if Analysis - Goal Setting/Tracking - Wash Sale Detection - For Traders - Side-by-Side Comparison **Sales Analysis** - ROI Forecasting - Sales Forecasting **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging - Activity Dashboard **Agentic AI - Digital Banking Platforms** - Autonomous Task Execution - Decision Making **Additional Functionality** - Fraud Detection - API - Activity Dashboard - Financial Management - Reporting & Statistics - AI Copilot - Transaction Management - Cash Management - Two-Factor Authentication - Biometrics - User Management - Transaction Monitoring - Alerts/Escalation - Transaction History - Multi-Currency - Electronic Payments - Brokerage Management - Real-Time Monitoring - Real-Time Reporting - Third-Party Integrations - Single Sign On - Chat/Messaging - Loan Management - ACH Payment Processing - Mobile Access - Customer Accounts - Compliance Management - Authentication - Multi-Language - SMS Messaging - Marketing Automation - Credit Card Management - Electronic Statements - Customizable Branding - Secure Data Storage **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics - Calendar Management - Template Management - Client Management - Workflow Management - Territory Management - Financial Management - Document Management **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics - Email Management - Email Marketing **Agentic AI - AI Sales Assistant** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - AI/Machine Learning **Additional Functionality** - Email Response Control - Speech Recognition - Customer Engagement - Dashboard - Chat/Messaging - AI Writing Assistant - For Sales Teams/Organizations - Sales Automation - Alerts/Notifications - CRM - Predictive Analytics - Lead Scoring - Templates - Reminders - Email Templates - SMS Messaging - Personalization - Reporting/Analytics - Conversation Intelligence - Lead Engagement - Customer Database - AI Copilot - Omnichannel Outreach - Workflow Automation **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management - Contact Management **Agentic AI - Financial Services CRM** - Decision Making **Additional Functionality** - Search/Filter - Activity Tracking - Expense Tracking - CRM - Mobile Access - AI Copilot - Calendar Sync - Third-Party Integrations - Data Import/Export - Customizable Reports - Customizable Fields - Lead Capture - Relationship Tracking - Collaboration Tools - Alerts/Notifications - Email Templates - Generative AI - Customer Database - Task Scheduling - Reporting & Statistics - API - Team Assignments - Drag & Drop - Access Controls/Permissions - For Financial Institutions - Interaction Tracking - Sales Reports ## Top InvestGlass Alternatives - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) - 4.1/5.0 (2,842 reviews) - [Vendasta AI Platform](https://www.g2.com/products/vendasta-ai-platform/reviews) - 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